UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218B
AUM Growth
-$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,153
New
Increased
Reduced
Closed

Top Buys

1
+$425M
2
+$375M
3
+$264M
4
AMD icon
Advanced Micro Devices
AMD
+$216M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$205M

Top Sells

1
+$523M
2
+$455M
3
+$382M
4
MSFT icon
Microsoft
MSFT
+$350M
5
UNH icon
UnitedHealth
UNH
+$320M

Sector Composition

1 Technology 16.51%
2 Financials 8.9%
3 Healthcare 8.35%
4 Consumer Discretionary 6.66%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
$1.55M ﹤0.01%
19,697
-55,245
2752
$1.55M ﹤0.01%
12,810
-9,570
2753
$1.54M ﹤0.01%
67,884
-19,205
2754
$1.54M ﹤0.01%
143,602
+36,332
2755
$1.54M ﹤0.01%
71,091
+54,974
2756
$1.54M ﹤0.01%
66,912
+17,615
2757
$1.53M ﹤0.01%
82,338
+8,684
2758
$1.53M ﹤0.01%
37,373
+5,970
2759
$1.53M ﹤0.01%
105,774
+94,534
2760
$1.53M ﹤0.01%
56,535
+47,486
2761
$1.52M ﹤0.01%
54,101
-21,029
2762
$1.52M ﹤0.01%
61,380
-36,406
2763
$1.52M ﹤0.01%
35,043
-11,413
2764
$1.52M ﹤0.01%
171,011
-9,940
2765
$1.52M ﹤0.01%
20,355
+365
2766
$1.51M ﹤0.01%
28,731
+25,832
2767
$1.51M ﹤0.01%
54,373
+14,890
2768
$1.51M ﹤0.01%
42,866
-73,459
2769
$1.51M ﹤0.01%
90,726
+25,186
2770
$1.51M ﹤0.01%
26,945
-16,039
2771
$1.51M ﹤0.01%
151,237
+66,755
2772
$1.51M ﹤0.01%
116,392
-5,029
2773
$1.51M ﹤0.01%
234,568
-99,537
2774
$1.51M ﹤0.01%
51,901
+24,676
2775
$1.51M ﹤0.01%
39,761
-386
109 110
111
112 113